W
$25.6M Total AUM
$25.6M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
17 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-11-2008
- Office Locations
- 1
Office Locations
3536 Brambleton Ave. Ste. 1B Roanoke VA
About Wanda Kilman Pittman
Wanda Kilman Pittman is a Roanoke-based RIA. The firm has been operating for 17 years. Managing $25.6M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$25.6M AVG AUM / ADVISOR
$244.2K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WANDA PITTMAN SEARS
Investment Advisor Representative, Owner
- CRD
- #2214419
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,641,747 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,641,747 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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